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  • Markets: 1st Quarter, 2026
    Markets Update, Quarterly Commentary

    Markets: 1st Quarter, 2026

    April 9, 2026

    Global equity markets started the quarter strong but saw declines in large-cap U.S. and foreign stocks throughout March as the conflict in Iran escalated. Even…

    Read more: Markets: 1st Quarter, 2026
  • Estate Planning
  • Financial Planning
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  • Insurance
  • Macroeconomics
  • Markets Update
  • Medicare
  • Quarterly Commentary
  • Social Security
  • Tax Planning
  • Uncategorized
  • U.S. Economic Growth Continues but Uncertainties Remain
    Macroeconomics, Markets Update, Quarterly Commentary

    U.S. Economic Growth Continues but Uncertainties Remain

    January 22, 2025

    The dawn of 2024 started with tremendous uncertainty. An economic recession was nearly a foregone conclusion,…

    Read more: U.S. Economic Growth Continues but Uncertainties Remain
  • Macroeconomic Update: Inflation, the Great Unknown
    Macroeconomics, Quarterly Commentary

    Macroeconomic Update: Inflation, the Great Unknown

    January 22, 2025

    What will the economy look like in 2025? That is the great question that faces us.…

    Read more: Macroeconomic Update: Inflation, the Great Unknown
  • Markets – 4th Quarter, 2024
    Markets Update, Quarterly Commentary

    Markets – 4th Quarter, 2024

    January 22, 2025

    U.S. equity markets had another strong year, even though equity markets sold off about 10% from…

    Read more: Markets – 4th Quarter, 2024
  • Financial Planning Corner: Planning Never Stops
    Financial Planning, Insurance, Quarterly Commentary

    Financial Planning Corner: Planning Never Stops

    January 22, 2025

    We regularly discuss the importance of a comprehensive Financial Plan with clients and prospective clients. No…

    Read more: Financial Planning Corner: Planning Never Stops
  • What’s the Latest Forecast?
    Quarterly Commentary

    What’s the Latest Forecast?

    January 18, 2025

    2023 was supposed to be the year of the recession. Based on history, this made sense…

    Read more: What’s the Latest Forecast?
  • Macroeconomic Update – What’s Next for Rates?
    Macroeconomics, Quarterly Commentary

    Macroeconomic Update – What’s Next for Rates?

    January 18, 2025

    Much of 2023 saw markets continue to be consumed by the level and trend in inflation.…

    Read more: Macroeconomic Update – What’s Next for Rates?
  • It Finally Happened.
    Macroeconomics, Markets Update, Quarterly Commentary

    It Finally Happened.

    October 9, 2024

    For the first time in more than four years, the Federal Reserve cut rates at their…

    Read more: It Finally Happened.
  • Macroeconomic Update: Sustained Growth Despite Uncertainty
    Macroeconomics, Quarterly Commentary

    Macroeconomic Update: Sustained Growth Despite Uncertainty

    October 9, 2024

    Elevated interest rates, stubborn inflation, geopolitical risks, a contentious election cycle, and labor strikes have all…

    Read more: Macroeconomic Update: Sustained Growth Despite Uncertainty
  • Markets – 3rd Quarter, 2024
    Markets Update, Quarterly Commentary

    Markets – 3rd Quarter, 2024

    October 9, 2024

    The U.S. equity market rallied throughout the quarter, with the S&P 500 posting its best nine…

    Read more: Markets – 3rd Quarter, 2024
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